iSHARES TRUST - XJR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | New | 129,428 | 6,826 | 0.0% | — | 1 | +129,428 | New | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 109,527 | 5,777 | 0.02% | 0.02% | 2 | +13,187 | 13.69% | Q2 2026 | Jul 28, 2026 |
| BAILARD, INC. | History | Added to | 85,084 | 4,487 | 0.09% | 0.08% | 3 | +6,895 | 8.82% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | Reduced | 77,488 | 4,087 | 0.0% | 0.0% | 4 | -15,033 | -16.25% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 75,072 | 3,959 | 0.0% | 0.0% | 5 | +15,095 | 25.17% | Q2 2026 | Aug 07, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 58,124 | 3,065 | 1.64% | 1.51% | 6 | +4,249 | 7.89% | Q2 2026 | Jul 29, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 57,493 | 3,032 | 0.67% | 0.59% | 7 | +6,301 | 12.31% | Q2 2026 | Jul 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 55,782 | 2,942 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 42,464 | 2,239 | 0.0% | 0.0% | 9 | +11,496 | 37.12% | Q2 2026 | Aug 14, 2026 |
| Biltmore Family Office, LLC | History | No change | 32,000 | 1,687 | 0.22% | 0.19% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 29,144 | 1,537 | 0.0% | 0.0% | 11 | +100 | 0.34% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 25,729 | 1,357 | 0.06% | — | 12 | +25,729 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 25,654 | 1,353 | 0.0% | 0.0% | 13 | +593 | 2.37% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,940 | 946 | 0.0% | — | 14 | +17,940 | New | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | Added to | 17,560 | 926 | 0.03% | 0.03% | 15 | +56 | 0.32% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | Reduced | 17,447 | 920 | 0.07% | 0.1% | 16 | -9,502 | -35.26% | Q2 2026 | Jul 23, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 16,494 | 869 | 0.53% | 0.47% | 17 | +1 | 0.01% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,169 | 852 | 0.01% | 0.01% | 18 | +1,247 | 8.36% | Q2 2026 | Aug 12, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 16,309 | 847 | 0.1% | 0.07% | 19 | +4,064 | 33.19% | Q2 2026 | Jul 06, 2026 |
| Quantinno Capital Management LP | History | No change | 15,832 | 835 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 14,867 | 784 | 0.06% | 0.05% | 21 | -391 | -2.56% | Q2 2026 | Jul 09, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 14,694 | 775 | 0.11% | 0.1% | 22 | -475 | -3.13% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 14,669 | 773 | 0.02% | 0.02% | 23 | -500 | -3.3% | Q2 2026 | Jul 02, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 14,309 | 754 | 0.28% | 0.26% | 24 | +10 | 0.07% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 13,437 | 708 | 0.0% | 0.0% | 25 | -2,786 | -17.17% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,384 | 705 | 0.0% | 0.0% | 26 | +47 | 0.35% | Q2 2026 | Jul 24, 2026 |
| Eley Financial Management, Inc | History | Reduced | 13,203 | 696 | 0.23% | 0.21% | 27 | -428 | -3.14% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,750 | 672 | 0.0% | 0.0% | 28 | -1,881 | -12.86% | Q2 2026 | Aug 14, 2026 |
| HEADINVEST, LLC | History | No change | 12,505 | 659 | 0.12% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Financial Group, LLC | History | No change | 12,161 | 641 | 0.2% | 0.18% | 30 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lido Advisors, LLC | History | Added to | 11,662 | 615 | 0.0% | 0.0% | 31 | +1,080 | 10.21% | Q2 2026 | Aug 07, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 11,617 | 612 | 0.29% | 0.25% | 32 | -262 | -2.21% | Q2 2026 | Jul 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,444 | 603 | 0.0% | — | 33 | +11,444 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 11,380 | 600 | 0.0% | 0.0% | 34 | -17 | -0.15% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 10,756 | 567 | 0.04% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 10,517 | 554 | 0.01% | 0.01% | 36 | +383 | 3.78% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Added to | 10,466 | 552 | 0.0% | 0.0% | 37 | +535 | 5.39% | Q2 2026 | Aug 12, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 10,013 | 528 | 0.08% | 0.05% | 38 | +2,399 | 31.51% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | Added to | 9,875 | 520 | 0.0% | 0.0% | 39 | +5 | 0.05% | Q2 2026 | Aug 14, 2026 |
| DeDora Capital, Inc. | History | Added to | 9,857 | 519 | 0.11% | 0.1% | 40 | +368 | 3.88% | Q2 2026 | Jul 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 9,650 | 508 | 0.08% | 0.07% | 41 | +495 | 5.41% | Q2 2026 | Aug 06, 2026 |
| Ellenbecker Investment Group | History | New | 9,484 | 500 | 0.06% | — | 42 | +9,484 | New | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,347 | 440 | 0.0% | 0.0% | 43 | -498 | -5.63% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,152 | 429 | 0.0% | 0.0% | 44 | +784 | 10.64% | Q2 2026 | Aug 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 8,019 | 422 | 0.26% | 0.28% | 45 | -1,089 | -11.96% | Q2 2026 | Aug 14, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 7,912 | 417 | 0.16% | 0.16% | 46 | +24 | 0.3% | Q2 2026 | Jul 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 7,613 | 401 | 0.01% | 0.01% | 47 | +261 | 3.55% | Q2 2026 | Aug 11, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 7,546 | 398 | 0.06% | 0.05% | 48 | +190 | 2.58% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,495 | 395 | 0.0% | 0.0% | 49 | +1,693 | 29.18% | Q2 2026 | Sep 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 6,835 | 360 | 0.0% | 0.0% | 50 | +2,025 | 42.1% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,818 | 359 | 0.0% | 0.0% | 51 | +1,593 | 30.49% | Q2 2026 | Aug 07, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 6,653 | 350 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PFG Investments, LLC | History | Added to | 6,451 | 340 | 0.01% | 0.01% | 53 | +193 | 3.08% | Q2 2026 | Jul 23, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 6,462 | 340 | 0.02% | 0.02% | 54 | -162 | -2.45% | Q2 2026 | Jul 10, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 5,971 | 314 | 0.03% | 0.03% | 55 | -288 | -4.6% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 5,703 | 300 | 0.0% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Horizon Wealth Management, LLC | History | New | 5,643 | 297 | 0.04% | — | 57 | +5,643 | New | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | Reduced | 5,590 | 294 | 0.0% | 0.0% | 58 | -2 | -0.04% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,392 | 284 | 0.0% | 0.0% | 59 | +139 | 2.65% | Q2 2026 | Jul 29, 2026 |
| Veracity Capital LLC | History | New | 4,884 | 257 | 0.07% | — | 60 | +4,884 | New | Q2 2026 | Jul 10, 2026 |
| Tribridge Partners Financial LLC | History | New | 4,352 | 224 | 0.09% | — | 61 | +4,352 | New | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 3,942 | 207 | 0.0% | — | 62 | +3,942 | New | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,827 | 201 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 3,682 | 195 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 3,033 | 159 | 0.13% | 0.08% | 65 | +1,064 | 54.04% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,000 | 158 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,753 | 145 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 2,351 | 124 | 0.02% | 0.02% | 68 | +581 | 32.82% | Q2 2026 | Sep 15, 2026 |
| MCF Advisors LLC | History | No change | 2,280 | 120 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,170 | 114 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GGM Financial LLC | History | New | 2,002 | 105 | 0.04% | — | 71 | +2,002 | New | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 1,956 | 103 | 0.0% | — | 72 | +1,956 | New | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,485 | 78 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | Reduced | 1,342 | 70 | 0.0% | 0.0% | 74 | -3 | -0.22% | Q2 2026 | Aug 13, 2026 |
| ROGCO, LP | History | No change | 1,338 | 70 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,007 | 53 | 0.0% | 0.0% | 76 | +3 | 0.3% | Q2 2026 | Jul 22, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 1,010 | 52 | 0.02% | 0.02% | 77 | +3 | 0.3% | Q2 2026 | Jul 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 919 | 48 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Oakmont Advisory Group, LLC | History | New | 882 | 46 | 0.04% | — | 79 | +882 | New | Q2 2026 | Aug 03, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 714 | 42 | 0.01% | 0.01% | 81 | +4 | 0.56% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 810 | 42 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GW&K Investment Management, LLC | History | No change | 631 | 33 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 610 | 32 | 0.01% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 553 | 29 | 0.0% | 0.0% | 84 | +2 | 0.36% | Q2 2026 | Jul 17, 2026 |
| StrongBox Wealth, LLC | History | New | 482 | 25 | 0.01% | — | 85 | +482 | New | Q2 2026 | Jul 23, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 458 | 24 | 0.0% | 0.0% | 86 | -37 | -7.47% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | Added to | 407 | 21 | 0.0% | 0.0% | 87 | +150 | 58.37% | Q2 2026 | Aug 10, 2026 |
| Dunhill Financial, LLC | History | No change | 413 | 21 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | New | 386 | 20 | 0.0% | — | 89 | +386 | New | Q2 2026 | Aug 06, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 342 | 18 | 0.01% | 0.0% | 90 | +239 | 232.04% | Q2 2026 | Aug 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 190 | 10 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WHITTIER TRUST CO | History | No change | 144 | 7 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 123 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 86 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | No change | 88 | 5 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Millstone Evans Group, LLC | History | Added to | 49 | 2 | 0.0% | 0.0% | 99 | +26 | 113.04% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 39 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,732 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,763 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,487 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Charter Oak Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,853 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,956 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Corient IA LP | History | Closed out | 0 | 0 | — | 0.04% | — | -900 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -768 | -100.0% | Q2 2026 | Jul 21, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -715 | -100.0% | Q1 2026 | May 19, 2026 |
| UBS Group AG | History | Reduced | 2 | 0 | — | 0.0% | — | -597 | -99.67% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -492 | -100.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | 0.0% | — | -292 | -99.66% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 30, 2026 |